TraderTrends
Manager Profile

Westhampton Capital, LLC

Diversified · Technology 29%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

WINSTON-SALEM, NC

Portfolio Value

$241M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

APPLE INC

Latest disclosed holding

Top 4

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Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
28.6%
Industrials
24.1%
Consumer Defensive
13.3%
Financial Services
10.3%
Healthcare
8.5%
Consumer Cyclical
4.5%
Communication Services
3.1%
Energy
2.8%
Basic Materials
2.5%
Utilities
1.3%
Real Estate
0.5%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
APPLE INC

Shares: 81.4K

23.6M

Position Value
2
LAM RESEARCH CORP

Shares: 30.9K

13.4M

Position Value
3
EATON CORP PLC

Shares: 25K

10.6M

Position Value
4
BROADCOM INC

Shares: 27.2K

10.3M

Position Value
5
CUMMINS INC

Shares: 13.6K

9.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID